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Psagot Value Holdings’s Broadridge BR Stock Holding History

Psagot Value Holdings’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,239
Closed -$409K – 349
2021
Q4 		$409K Hold
2,239
– – 0.08% 163
2021
Q3 		$373K Hold
2,239
– – 0.06% 200
2021
Q2 		$362K Hold
2,239
– – 0.01% 245
2021
Q1 		$343K Hold
2,239
– – 0.01% 244
2020
Q4 		$343K Hold
2,239
– – 0.01% 225
2020
Q3 		$296K Hold
2,239
– – 0.01% 240
2020
Q2 		$283K Buy
2,239
+600
+37% +$69.5K 0.01% 219
2020
Q1 		$155K Buy
1,639
+739
+82% +$84.3K 0.01% 239
2019
Q4 		$111K Hold
900
– – ﹤0.01% 322
2019
Q3 		$112K Buy
+900
New +$116K ﹤0.01% 282

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Psagot Value Holdings's BR Position: Q1 2022 in Review

Psagot Value Holdings sold out of Broadridge (BR) in Q1 2022, closing a stake of 2,239 shares — an estimated $409K sold.

Psagot Value Holdings first reported a position in BR in Q3 2019 and held it in 10 quarters. The position peaked at $409K in Q4 2021. 776 funds tracked by Wall St. Rank hold BR as of Q1 2022.

  • Psagot Value Holdings reported no remaining Broadridge position as of Q1 2022 after selling out during the quarter.
  • Psagot Value Holdings sold 2,239 Broadridge shares in Q1 2022, an estimated $409K.
  • Psagot Value Holdings first reported a position in Broadridge in Q3 2019 and held it in 10 quarters.
  • Psagot Value Holdings's Broadridge position peaked at $409K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Broadridge as of Q1 2022.

Based on Psagot Value Holdings's 13F filing for Q1 2022, filed 16 May 2022.